Evolution Petroleum
EPM
77 hedge funds and large institutions have $106M invested in Evolution Petroleum in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.
75% more call options, than puts
Call options by funds: $356K | Put options by funds: $204K
38% more capital invested
Capital invested by funds: $76.6M → $106M (+$29.4M)
0% more funds holding
Funds holding: 77 → 77 (0)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
3.95% less ownership
Funds ownership: 67.74% → 63.79% (-3.9%)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.98M |
| 2 |
Millennium Management
New York
|
+$2.19M |
| 3 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
+$1.75M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.75M |
| 5 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$841K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.44M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$4.33M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$2.21M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.69M |
| 5 |
Renaissance Technologies
New York
|
-$1.15M |
EPM Hedge Fund Activity: Q2 2021 in Review
77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2021, worth a combined $106M — up 38% from $76.6M a quarter earlier.
Fund positioning in EPM was balanced in Q2 2021: 16 funds opened new positions, 16 closed out, 23 added to existing stakes and 28 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.98M. The largest seller was BlackRock, cutting an estimated $6.44M.
- 77 institutional investors held Evolution Petroleum (EPM) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $106M of Evolution Petroleum stock for Q2 2021, up 38% quarter-over-quarter.
- 16 funds opened new Evolution Petroleum positions in Q2 2021 and 16 closed out, a net change of 0 holders.
- The largest Evolution Petroleum buyer in Q2 2021 was Wasatch Advisors, an estimated $5.98M added.
- The largest Evolution Petroleum seller in Q2 2021 was BlackRock, an estimated $6.44M sold.
Based on aggregated 13F filings for Q2 2021.